Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TYLER-STONE WEALTH MANAGEMENT | SHS | 3201 | $12,192 | 148 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2023 |
FSC WEALTH ADVISORS LLC | SHS | 3202 | $12,811 | 147 | 0.00 | 0.00 | -1 | -0.68 | 03-31-2024 |
IRON HORSE WEALTH MANAGEMENT LLC | SHS | 3203 | $12,550 | 144 | 0.00 | 0.00 | -480 | -76.92 | 03-31-2024 |
STEPHENS CONSULTING LLC | SHS | 3204 | $11,534 | 140 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |